Workflow library
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Create a co-marketing campaign kit with partner-specific messaging and assets
Build a partner-ready campaign package with joint positioning, audience fit, landing page copy, email copy, social assets, and approval tracking.
Output
A co-marketing campaign kit that both teams can review, approve, and launch without rewriting from scratch.
Find partner account overlap and create co-sell campaign plays
Turn Crossbeam account overlap into prioritized co-sell plays, account angles, HubSpot lists, and partner-approved campaign motions instead of letting partner data sit unused.
Output
A prioritized partner co-sell campaign plan with account segments, outreach angles, owners, and HubSpot execution lists.
Route and enrich partner-sourced leads without losing attribution
Create a partner lead intake workflow that enriches submissions, preserves partner attribution, routes records to the right owner, and prevents duplicate or orphaned leads.
Output
A partner-sourced lead routing system with enrichment, dedupe checks, attribution fields, owner assignment, and SLA tracking.